Logan Capital Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Logan Capital Management’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-541	Closed	-$16.3K	–	558
2025 Q1	$16.3K	Buy	541 +207	+62%	+$6.2K	﹤0.01%	379
2024 Q4	$9.97K	Hold	334	–	–	﹤0.01%	395
2024 Q3	$10.1K	Hold	334	–	–	﹤0.01%	400
2024 Q2	$9.92K	Hold	334	–	–	﹤0.01%	395
2024 Q1	$9.95K	Hold	334	–	–	﹤0.01%	398
2023 Q4	$9.95K	Hold	334	–	–	﹤0.01%	411
2023 Q3	$9.79K	Hold	334	–	–	﹤0.01%	410
2023 Q2	$9.83K	Hold	334	–	–	﹤0.01%	405
2023 Q1	$9.89K	Hold	334	–	–	﹤0.01%	418
2022 Q4	$9.81K	Hold	334	–	–	﹤0.01%	437
2022 Q3	$10K	Hold	334	–	–	﹤0.01%	427
2022 Q2	$10K	Hold	334	–	–	﹤0.01%	440
2022 Q1	$10K	Hold	334	–	–	﹤0.01%	443
2021 Q4	$10K	Hold	334	–	–	﹤0.01%	462
2021 Q3	$10K	Hold	334	–	–	﹤0.01%	459
2021 Q2	$10K	Hold	334	–	–	﹤0.01%	453
2021 Q1	$10K	Buy	+334	New	+$10.5K	﹤0.01%	431

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Logan Capital Management's SPSB Position: Q2 2025 in Review

Logan Capital Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2025, closing a stake of 541 shares — an estimated $16.3K sold.

Logan Capital Management first reported a position in SPSB in Q1 2021 and held it in 17 quarters. The position peaked at $16.3K in Q1 2025. 562 funds tracked by Wall St. Rank hold SPSB as of Q2 2025.

Logan Capital Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Logan Capital Management sold 541 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2025, an estimated $16.3K.
Logan Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2021 and held it in 17 quarters.
Logan Capital Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $16.3K in Q1 2025.
562 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2025.

Based on Logan Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.